Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
263: Stop Tax Season Madness: 5 Fixes Now!
Everyone is feeling the heat of tax season. Whether it’s clients coming in at the last minute asking to open SEP IRAs, missing tax forms, or pushing deadlines—this season always seems to bring a special kind of chaos.
And listen, I get it. You want to help these clients. You care. But at the same time, you’re frustrated because they’ve had 15 MONTHS to do this—and you’ve sent the reminders! I can still feel that tension from when I was in the trenches myself.
This used to happen to us every year. Until one year, we decided: NO MORE.
In this episode, I'm breaking down exactly how we changed…
The skinny
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